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- Tasks: Lead evaluations of SaaS ERP solutions and ensure finance processes meet business needs.
- Company: Join a forward-thinking company focused on innovative finance solutions.
- Benefits: Attractive salary, flexible working options, and opportunities for professional growth.
- Why this job: Make a real impact by optimising finance operations with cutting-edge technology.
- Qualifications: Experience in ERP systems and strong understanding of finance operations required.
- Other info: Dynamic role with potential for career advancement in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
The ERP & Finance Solution Consultant is responsible for leading the functional, process, and platform-level evaluation of shortlisted SaaS ERP solutions. The role ensures that each candidate system can support the target finance operating model with minimal customisation, strong internal controls, and sustainable use by a lean finance function. The role acts as the primary authority on finance-process fitness, translating business requirements into structured evaluation criteria, scripted demonstrations, and evidence-based scoring. The architect ensures that supplier claims are tested against realistic finance scenarios and statutory obligations.
Requirements
- Functional Fit Assessment
- Lead assessment of candidate ERP platforms across end-to-end finance processes, including:
- General Ledger and period close
- Accounts Payable and Accounts Receivable
- Fixed Assets and depreciation
- Budgeting, forecasting, and financial reporting
- Evaluate the extent to which requirements are met through standard configuration rather than bespoke customisation
- Identify functional gaps, workarounds, and dependencies, and clearly document their impact
- Assess robustness of financial controls, including:
- Approval workflows and segregation of duties
- Audit trails and transaction traceability
- Period-close controls and adjustments
- Define scripted, end-to-end user journeys used in vendor demonstrations, covering:
- Period close
- Procure-to-pay
- Order-to-cash / receivables
- Budgeting and reporting
- Realistic transaction scenarios
- Control points, approvals, and exception handling
- Quality, accuracy, and usability of reporting outputs
- Assess how each ERP platform supports:
- Operation by a lean finance team
- Automation and reduction of manual effort
- Ongoing change without re-implementation
- Provide functional input into:
- Implementation approach and phasing
- User enablement and adoption risks
- Score candidate solutions objectively against agreed criteria and scoring anchors
- Ensure all scores are supported by demonstrable evidence
- Document assumptions, exclusions, and dependencies clearly
- Contribute to the System Selection Report with clear, defensible rationale
- Functional-fit assessment inputs and scored evaluation matrices
- Written assessment of controls, auditability, and reporting capability
- Configuration vs customisation analysis
- Contributions to the final System Selection Report
Required Skills and Experience
- Proven experience as an ERP Solution Architect or Finance Systems Lead
- Strong understanding of finance operations and statutory reporting
- Hands-on experience evaluating or implementing Tier-1 SaaS ERP platforms (e.g. Dynamics 365 Finance, SAP S/4HANA Public Cloud, Oracle Fusion, Unit4 ERPx)
- Deep understanding of ERP configuration, controls, and audit trails
- Ability to translate business requirements into structured evaluation artefacts
- Experience in public-sector or regulated environments
- Experience supporting formal procurement or system-selection exercises
- Familiarity with MEAT-aligned evaluation and scoring frameworks
Key Competencies and Behaviours
- Evidence-led and analytical
- Platform-agnostic and unbiased
- Detail-oriented with strong control awareness
- Clear communicator with senior stakeholders
- Governance-aware and audit-ready
If you are keen to be considered for this role then please email connor.ballard@investigo.co.uk.
ERP & Finance Solution Consultant employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ERP & Finance Solution Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and ERP space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising your responses to common questions related to ERP solutions and finance processes. Use real-life examples from your experience to showcase your skills. Remember, we want to see how you can lead assessments and evaluate platforms effectively!
✨Tip Number 3
Showcase your analytical skills! When discussing your past projects, highlight how you’ve used evidence-based scoring and documentation to support your decisions. This will resonate well with employers looking for someone detail-oriented and governance-aware.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team and contributing to the implementation of top-notch ERP solutions.
We think you need these skills to ace ERP & Finance Solution Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the ERP & Finance Solution Consultant role. Highlight your experience with SaaS ERP platforms and finance operations, and don’t forget to showcase any relevant projects that demonstrate your skills in functional fit assessment and compliance.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that align with the job description, like your hands-on experience with Tier-1 ERP platforms and your ability to translate business requirements into structured evaluation criteria.
Showcase Evidence-Based Skills: Since the role requires a strong focus on evidence-led assessments, make sure to include examples of how you've scored candidate solutions objectively in the past. This will show us that you understand the importance of documentation and defensible rationale in the selection process.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves. Don’t miss out on this opportunity!
How to prepare for a job interview at Investigo
✨Know Your ERP Inside Out
Make sure you have a solid understanding of the ERP platforms mentioned in the job description, like Dynamics 365 Finance or SAP S/4HANA. Familiarise yourself with their functionalities, especially around finance processes, so you can confidently discuss how they align with business requirements.
✨Prepare for Scenario-Based Questions
Expect to be asked about real-world scenarios related to finance operations and ERP implementations. Prepare examples from your past experiences where you assessed functional fit or managed compliance and controls, as this will showcase your hands-on expertise.
✨Demonstrate Your Analytical Skills
Since the role requires evidence-led assessments, be ready to discuss how you approach scoring and evaluating ERP solutions. Bring along any frameworks or matrices you've used in the past to illustrate your analytical process and decision-making.
✨Communicate Clearly with Stakeholders
As a consultant, you'll need to communicate effectively with various stakeholders. Practice articulating complex concepts in simple terms, and be prepared to explain how you would engage with senior management during the evaluation process.
